Long-term investor
Private Wealth Group, LLC @privatewealthgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001512780).
Record
- Tracked since 2025-06-30 (449 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.4% · 1 year n/a · all +0.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 26.8% · long · since 2025-06-30
- 46436E718 · 9.7% · long · since 2025-12-31
- 78468R101 · 6.2% · long · since 2025-06-30
- 78464A508 · 5.2% · long · since 2025-06-30
- 46137V357 · 4.7% · long · since 2025-06-30
- 33738R118 · 4.3% · long · since 2025-06-30
- 78468R853 · 4.1% · long · since 2025-06-30
- 78464A847 · 3.8% · long · since 2025-06-30
- 78464A805 · 2.9% · long · since 2025-06-30
- BRK-B · 2.8% · long · since 2025-06-30
- 78464A409 · 2.0% · long · since 2025-06-30
- 78464A763 · 1.9% · long · since 2025-06-30